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JPI

Ausdal Financial Partners’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Ausdal Financial Partners’s Portfolio JPI Stock Details JPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,000
Closed -$23K – 649
2015
Q4 		$23K Buy
+1,000
New +$22.9K 0.01% 693

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
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LPL Financial
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Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

Ausdal Financial Partners's JPI Position: Q1 2016 in Review

Ausdal Financial Partners sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q1 2016, closing a stake of 1,000 shares — an estimated $23K sold.

Ausdal Financial Partners first reported a position in JPI in Q4 2015 and held it in 1 quarter. The position peaked at $23K in Q4 2015. 37 funds tracked by Wall St. Rank hold JPI as of Q1 2016.

  • Ausdal Financial Partners reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q1 2016 after selling out during the quarter.
  • Ausdal Financial Partners sold 1,000 Nuveen Preferred Securities & Income Opportunities Fund shares in Q1 2016, an estimated $23K.
  • Ausdal Financial Partners first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2015 and held it in 1 quarter.
  • Ausdal Financial Partners's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $23K in Q4 2015.
  • 37 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q1 2016.

Based on Ausdal Financial Partners's 13F filing for Q1 2016, filed 5 May 2016.